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Question

Setting a Zap to send an email monthly from a google sheet

  • 25 August 2020
  • 2 replies
  • 137 views

Hi all,

 

I’m a bit lost on this one.  

I am trying to set up a Zap that on the 28th of each month sends out five cells from a google sheet in an email.  

 

I’ve setup a schedule, and added my gmail.  However I want to add the data from a Google sheet from certain cells and I cannot get to to load the sheet for reference?

 

The only way to load a sheet is if something happens on the sheet which is not what I want as the trigger is the scheduler?

 

Confused as this should be fairly simple..

Any help appreciated.

 

 

 

 

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2 replies

Troy Tessalone
Userlevel 7
Badge +14

In your Zap

Action: GSheet - Lookup Row

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
nicksimard
Userlevel 7
Badge +11

Hi @Michael.Thomas!

To elaborate a bit on what Troy said, it sounds like the Zap would look something like this:

Trigger: Schedule by Zapier (set it for the 28th of the month)

Action: Google Sheets — Lookup Spreadsheet Row (you’ll need a field to look up by...maybe have a date column)

Action: Gmail — Send Email

As you can see above, the Schedule trigger provides a Pretty Date field. If the date in your sheet matches that format, you could create rows for months ahead of time as long as you use that same format :)

Hope that helps!

 

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